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Building 2WEALTH FOUNDATIONS PARTNERS, LLC

Map pinSALT LAKE CITY, UT
Phone(888) 785-0020
NotebookSEC #801-136494
Total AUM
$101.4M
Employees
11
Clients
313

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 W BROADWAY STE 333
PBM 181231
SALT LAKE CITY
UT 84101
United States
Operating Hours
9-5 MT
Monday - Friday
Phone
(888) 785-0020
Other Offices
8

ReceiptFinancials

Total AUM
$101.4M
Accounts
313
Discretionary
$101.4M
Accounts
313
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
285
AUM
$58.9M
HNW Individual Clients
26
AUM
$34.8M
Pension/Profit Sharing Plan Clients
2
AUM
$7.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDNCOHSCTXUTWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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